BTO:NYE-John Hancock Financial Opportunities Fund (USD)

FUND | Asset Management | NYE

Last Closing Price

USD 33.67

Change

-0.49 (-1.43)%

Market Cap

USD 0.35B

Volume

0.07M

Average Target Price

USD 11.50 (-65.84%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Company Website : http://www.jhfunds.com/Fund/Overview.aspx?ProductT

Address : 601 Congress Street, Boston, MA, United States, 02210-2805

Fiscal Year End : October

Currency: USD

Country : USA

Technical Indicators

Beta : 1.50

52 Week High : 37.00

Short Ratio : 0.40

52 Week Low : 11.29

Shorted Shares : 9,800

200 Day Moving Average : 32.18

Shorted Shares Previous Month : 35,645

50 Day Moving Average : 26.32

Shares Held by Institutions : 0.22%

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-01-15 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BLK BlackRock, Inc

-15.74 (-2.12%)

 USD113.31B 24.67 17.47
BAM Brookfield Asset Management In..

+0.07 (+0.18%)

 USD58.34B 42.28 14.34
BX The Blackstone Group Inc

-0.15 (-0.24%)

 USD44.07B 56.29 N/A
BK-PC The Bank of New York Mellon Co..

N/A

 USD41.70B 5.38 N/A
BK The Bank of New York Mellon Co..

-0.96 (-2.06%)

 USD41.23B 10.20 N/A
STT State Street Corporation

-2.40 (-3.02%)

 USD28.08B 12.68 N/A
AMP Ameriprise Financial, Inc

+1.33 (+0.64%)

 USD24.42B 14.52 N/A
KKR KKR & Co. Inc

-0.26 (-0.63%)

 USD23.33B 24.01 15.12
STT-PG State Street Corporation

-0.08 (-0.28%)

 USD21.72B 4.50 N/A
STT-PD State Street Corporation

N/A

 USD21.54B 4.48 N/A

ETFs Containing BTO

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)		 Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.94% 95% A 86% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.94% 94% A 85% B
Trailing 12 Months  
Capital Gain -4.40% 42% F 35% F
Dividend Return 6.25% 59% F 88% B+
Total Return 1.85% 44% F 45% F
Trailing 5 Years  
Capital Gain 53.46% 91% A- 60% D-
Dividend Return 41.12% 57% F 87% B+
Total Return 94.58% 89% B+ 69% D+
Average Annual (5 Year Horizon)  
Capital Gain 0.89% 78% C+ 51% F
Dividend Return 5.45% 49% F 93% A
Total Return 6.33% 69% D+ 63% D
Risk Return Profile  
Volatility (Standard Deviation) 26.25% 8% F 28% F
Risk Adjusted Return 24.11% 32% F 44% F
Market Capitalization 0.35B 58% F 36% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.